Onboarding

Client Discovery & Campaign Setup

Welcome! We are thrilled to partner with you to scale your lead generation. To ensure we build highly effective, tailored campaigns for your business, we need to gather some foundational information.

The details you provide here will directly inform your Lead Magnet strategy, Ad Creative, and Target Audiences. If you have any questions, please reach out to us.

Section 1: Business Fundamentals & Contact Info

Let's start with the basics so we know exactly who we are working with and how to reach you.

Company Name:

Website URL:

Primary Point of Contact (Name & Title):

Email Address:

Phone Number:

Defining Success

In your own words, what is your primary goal for these lead generation campaigns? (e.g., 50 new leads per month, lowering cost-per-acquisition, entering a new market)

Describe your ideal "Qualified Lead". What criteria make a lead valuable to your sales team?

What is your target Cost Per Lead (CPL), if you have one?

Section 2: Target Audience & Market Positioning

To write compelling ad copy and target the right users on Meta and LinkedIn, we need to understand your customers' mindsets.

Describe your core demographic: (Age, Location, Job Titles, Income level, Interests)

What are the top 2-3 biggest pain points or frustrations your ideal customer faces?

What is your Unique Selling Proposition (USP)? Why should a customer choose you over your competitors?

Please list 2-3 direct competitors: (including links to their websites or social media if possible).

Section 3: The Lead Magnet Strategy

A strong lead generation campaign requires an enticing "Lead Magnet", an offer that prospects get in exchange for their contact information.

What type of Lead Magnet do you feel would most appeal to your audience?

Discount Code Special Offer Free PDF Guide Webinar Free Consultation Audit Other (Please specify below)

If you already have a Lead Magnet in mind, please describe it here (or provide a link to existing assets we can use). If not, leave blank and we will pitch ideas on our kick-off call!

Section 4: Brand Assets & Creative Elements

To ensure our Ad Creatives align perfectly with your brand identity, please provide the following assets.

Asset Type

Description

Provide Link Here

Logos

High-resolution vector files (SVG, EPS) or transparent PNGs (full colour, all white, all black).

Brand Guidelines

PDF containing your official brand rules, colour hex codes, and typography.

Imagery & Photography

Folders containing high-quality product shots, lifestyle images, or team photos.

Do you have specific Brand Fonts? If yes, please list them here:

Section 5: Account Access & Technical Setup

To build, run, and optimise your campaigns, we need "Partner Access" to your advertising platforms. Please complete the following steps.

Go to your Meta Business Manager.
Navigate to "Partners" under "Users".
Click "Add" and assign us Partner Access using our Business ID: 777218478178157.
Grant access to your Facebook Page, Instagram Account, Ad Account, and Pixel.
Repeat the partner access process for LinkedIn Campaign Manager (if applicable).

I confirm that I have granted Partner Access to the necessary Meta and/or LinkedIn accounts.

Please provide the link to your company's official Privacy Policy: (Required for Meta/LinkedIn Lead Forms)

Thank you for completing the onboarding questionnaire! Once submitted, our team will review the details and reach out to schedule our official Kick-off Call.